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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $41,013 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,672 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,398 | $91,424+8.7% | $135,942-26.9% | $71,495+39.0% |
| Participation rate | 96.6% | 75.7%+20.9pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 22.39% | 29.90%-7.5pp | 68.28%-45.9pp | 28.85%-6.5pp |
| Employer contribution / active EE | $4,178 | $3,704+12.8% | $4,858-14.0% | $2,589+61.4% |
| Participant deferral / active EE | $5,812 | $7,092-18.0% | $7,759-25.1% | $4,291+35.5% |
| Admin fee / account holder | $186 | $1,266-85.3% | $10,764-98.3% | $1,588-88.3% |